+535.9%
RKLB vs PHM
+170.6%
+365.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.4% | -0.9% |
| 7D | -2.9% | -6.4% | +3.5% | -0.3% |
| 30D | -22.6% | -12.1% | -10.5% | -18.5% |
| 3M | -41.0% | -1.5% | -39.5% | -41.4% |
| 6M | -10.1% | -6.0% | -4.1% | -8.6% |
| YTD | -11.2% | -0.3% | -10.9% | -12.7% |
| 1Y | +34.2% | -13.3% | +47.5% | +39.2% |
| 3Y | +899.4% | +47.6% | +851.8% | +661.9% |
| 5Y | +231.5% | +154.7% | +76.8% | +88.1% |
| All | +535.9% | +170.6% | +365.3% | +250.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PHM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling